VWM
WSR

Venturi Wealth Management’s Whitestone REIT WSR Stock Holding History

Venturi Wealth Management’s Portfolio WSR Stock Details WSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-652
Closed -$9.24K – 1857
2024
Q4 		$9.24K Hold
652
– – ﹤0.01% 1451
2024
Q3 		$8.82K Buy
+652
New +$8.82K ﹤0.01% 1223